What are the responsibilities and job description for the AR Collections Specialist - Poway, CA position at DirectMed Imaging?
Company OverviewAt DirectMed Imaging, we're more than just a medical parts company - we are mission-driven innovators with an unwavering commitment to extending the life of critical diagnostic imaging technologies, reducing healthcare waste, lowering diagnostic imaging equipment costs, and improving patient access to quality care.We offer an extensive array of imaging parts, engineer training courses, and customer support services in the US and abroad to ensure that medical facilities and service providers have access to top-notch equipment and expertise to keep their operations running. If you would like to help us become the most trusted resource in aftermarket diagnostic imaging equipment - keep reading!The OpportunityWe are seeking a detail-oriented and proactive Accounts Receivable (AR) Specialist to join our finance team. In this role, you will oversee the full accounts receivable cycle-from billing through collection-ensuring timely, accurate payments and maintaining healthy cash flow. You will manage customer communications, resolve billing issues, and collaborate with internal teams to support financial operations related to customer accounts.The ideal candidate excels at building strong customer relationships while remaining firm and effective in driving timely collections. We're looking for a self-motivated go-getter who can operate independently with minimal oversight.Key Responsibilities:Collections & Customer CommunicationContact customers by phone and email to finalize the collection of outstanding debts.Maintain professional and friendly relationships with customers while ensuring timely and full payments.Respond promptly to account queries, emails, and inbound calls, resolving disputes and discrepancies as needed.Account Reconciliation & RecordkeepingReconcile customer accounts to ensure payments are applied correctly to the appropriate invoices.Maintain accurate, organized, and up-to-date notes and records of all communications and account statuses.ERP & ReportingUtilize Microsoft Dynamics Business Central to:Research invoice history, part sales, returns, and notes.Record all payment types including checks, wire transfers, and credit card payments.Track customer communications and updates related to accounts receivable.Pull and review the Outstanding Core Report biweekly and share with leadership to support add-on billing.Run the Weekly Master Aging Report, update notes, and prepare insights for monthly leadership meetings.Internal Collaboration & EscalationWork closely with sales account managers and logistics staff regarding past-due clients and account holds.Collaborate with sales leadership to resolve disputes and obtain credit issuance approvals.Escalate delinquent accounts to the Controller for potential collections/legal action when appropriate.Customer Documentation & Returns ProcessingSend monthly statements to customers and ensure consistency in communications.Manage the Accounts Receivable and Returns inboxes, responding to inquiries promptly.Handle vendor setup processes, including collecting and submitting documentation (e.g., W-9s, banking info).Process Exchange Returns (EXs) to verify items and resolve discrepancies in collaboration with internal teams and customers.Knowledge, Skills, and Abilities you'll need for this opportunity:Associate's or Bachelor's degree in Accounting, Finance, or related field preferred.2 years of experience in Accounts Receivable or related finance role.Experience with ERP systems (Microsoft Dynamics Business Central strongly preferred).Excellent communication and interpersonal skills.Strong attention to detail, organization, and time management.Proficient in Microsoft Excel and Outlook.Ability to work both independently and collaboratively in a fast-paced environment.Why we love DirectMed, and why you will too!Industry-leading products and serviceWork hard, and have fun doing itIncredibly fast growth means limitless opportunityFlexible and dynamic cultureWork alongside some of the most talented and dedicated teammatesCompetitive base salary with an excellent commission structureGreat benefits package including healthcare, dental, vision, 401k, and paid time off
Salary : $60,000